January 3, 2023
Presented by Ben Murphy, CPA, PFS™, CPFA® : Charitable gift annuities (CGAs) are an arrangement between a donor and a nonprofit organization where the donor receives a regular payment for life based on the value of assets transferred to
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August 22, 2022
Presented by Kevin M. Curley, II, CFP®: As fall quickly approaches, so do the seasons of giving thanks, giving gifts, and for many, giving back. In
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May 2, 2022
Wondering if a private foundation is the right avenue for you? Learn more about the different types and how to establish one. Presented by Kris
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December 21, 2020
Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: December is the year-end “giving season,” when many people consider using their
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November 13, 2020
By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: One of the first things people think when they hear a charity’s call to action is, “How can I
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August 17, 2020
A charitable bequest is a beneficiary designation or a provision in a will or trust that allows estate assets to pass to a charitable organization.
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